Gray MacKenzie, co-founder of ZenPilot and a project management expert, discusses the vital importance of effective processes and habits in agency success. He reveals that project management transcends mere software, highlighting tools like ClickUp and Teamwork. Gray shares insights on measuring client health through scorecards, integrating AI to enhance project efficiency, and the benefits of gamification for team motivation. Plus, he offers actionable tips for avoiding common pitfalls and boosting productivity.

Gray MacKenzie, co-founder of Zenpilot, discusses the importance of effective project management systems and how they evolve throughout business growth. He also shares insights on measuring client health, implementing a scorecard approach, and the potential impact of AI in project management. Plus, learn about capacity management and the benefits of organizing work and providing clarity.

Gray MacKenzie, CEO of ZenPilot, discusses the importance of a smooth onboarding process for agencies in this episode. They highlight the misalignment of expectations as a common onboarding roadblock and share strategies for smoothening it. The podcast also covers recommendations and productivity tools, preference for HubSpot, automating onboarding for new clients, and the importance of personal touch points. Other topics include the types of agencies they have worked with and the significance of having an internal champion.